HomeMy WebLinkAbout01-20-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~ ' NpTSCE OF INHERITANCE TAX
INHERITANCE TAX DIVISION .APPkAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ' _ , ,~.'. iOF, DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
REV-1547 EX AFP (12-08)
L~~~ v~,~' ~a ~~ 6:`• J2 DATE 01-12-2009
ESTATE OF DIETZ HELENA L
~~ ~-~•;~ -`'- DATE OF DEATH 09-14-2007
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n~,M~.._i°.~.~~c~ r-~.~~~i;~" FILE NUMBER 21 07-0879
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~ ~ ~ ~, ~, ry1'~ COUNTY CUMBERLAND
CHARLES E SHIELDS ItElll'` ~' ACN 101
6 CLOUSER RD APPEAL DATE: 03-13-2009
MECHANICSBURG PA 17055 (See reverse side under Objections)
Amount Remitted- -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND I;0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- ---- RETAIN LOWER PORTION FOR YOUR RECORDS ~- _ ______
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REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF DIETZ HELENA L FILE N0. 21 07-0879 ACN 101 DATE 01-12-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RCJCRYAIlUI'1 ~un~th;n1NG FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13 Ch
C1) .00 NOTE: To insure proper
(2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
(5) 10.085.26
(6) .00
(7) .00
($) 10, 085.26
3,669.17
C9)
(10)- 22.719.0
(11) 96.88.19
aritable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(13) • 00
NOTE: If an assessment was issued previously, lines 14, 15 andlor 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 045 _ .00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due
TAX CREOITS• (19)= .00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 ,^~
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~(
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE J
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)